Jones Wealth Advisors, LLC

Overview

Jones Wealth Advisors, LLC is an independent, privately owned registered investment adviser operating as a limited liability company that serves individual and family clients. The firm offers financial planning and portfolio management services aimed at individuals, small businesses, and institutional/business clients. Its billing is a mix of AUM-based fees, hourly charges, and fixed-fee arrangements. The adviser does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not function as a capital allocator or pension consultant. An industry affiliation with a law firm is noted.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices